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Salesforce Business Analyst Resume

New York, NY


  • Over 8+ years of experience in the Salesforce.com CRM Platform both as Administrator and Business Analyst Expertise at all phases of Software Development Life Cycle (SDLC) and Software Test Life Cycle (STLC) involving requirements gathering, analysis, functional design, testing and implementation in Salesforce.com.
  • Business Analyst with extensive of experience with solid understanding of business requirement gathering, documentation, business process flow and business process modeling.
  • Extensive experience in gathering Business/Functional user requirements, creating Use Cases as per user requirements, developing/designing UML diagrams such as Activity, Class, and Sequence diagrams in addition to creating Business Requirements Document.
  • Extensive experience in data migration from traditional applications to Salesforce.com using Apex Data Loader Utility.
  • Proficient in all phases of Software Development Life Cycle (SDLC), which involves requirement gathering, requirement analysis, agile, functional design, implementation and enhancement of projects in SalesForce.com.
  • Hands on experience implementing Security/Sharing rules, configured permission sets, Field level Security, Record level Security, Profiles, Roles and resource monitoring at different hierarchical level of Organization.
  • Expertise in Salesforce Data Validation, Sales, Marketing, Customer Service and Support Administration.
  • Strong knowledge in customized Case Management with Escalation Rules, Workflow, Approval Process, Validation Rules,
  • Experienced at building various custom reports, Report types with multiple objects and daily day to day Reports and Dashboards for Management.
  • Implemented search, filtering, and tagging features on page layouts to make it easier for sales to locate relevant marketing content and documents in SalesForce.com CRM Content.
  • Worked on integration of two instances using Apex REST API call - outs and parsed JSON responses provided by third-party systems connected via REST inside Apex classes.
  • Provided weekly Demo's with the client & record changes, track with detailed meeting minutes and acceptance.
  • Analyzed and imported thousands of accounts and contact records using Data Loader.
  • Highly experienced in writing Apex Classes, Apex Triggers, developing Visual Force pages using standard and custom controllers.
  • Proficiency in Territory management such as Lead Routing and ownership, Account Assignment, Opportunity Ownership.
  • Experienced working in Cross-functional teams, identifying business requirements and supporting sales/marketing.
  • Involved in project to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system.
  • Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
  • Working with user group for requirement gathering throughout the planning and implementation.
  • Great interpersonal and communication skills, focused, self-motivated, organized, quick learner and team oriented.


Confidential, New York, NY

Salesforce Business Analyst


  • Identified and document AS-IS and TO-BE business process models during the Inception phase.
  • Conducted requirements elaboration sessions in Salesforce CRM platform to review and validate business requirements.
  • Managed all Business Objectives, Requirements, and Specifications Requirements in SFDC.
  • Draft Use Cases for review by Business, Development, and QA teams to include process steps, alternate flows, acceptance criteria, objectives, and screen/report mock ups.
  • Performed and guide BSA testing for SFDC Workflow.
  • Administered Salesforce CRM applications for Sales, Marketing and Support Departments.
  • Developed questionnaires for stakeholders, definition of the Use Cases and requirements along with control flows and user interface mockups in Visual Basic.
  • Designed GUI and Navigation flows for the generic viewer facing the end user using MS power point, Visio.
  • Performed and guide BSA testing for Salesforce application in marketing cloud.
  • Worked on Record Types, Validation Rules, Triggers and Page Layouts.
  • Developed and executed Test Scenarios, Test Scripts, test data documents based on Requirements and Design documents mostly in agile environment.
  • Collaborated in Designing, developing, and deploying Apex Classes, Controller Classes, and Apex Triggers for email services and lead-to-contract conversion.
  • Performed administrative activities on Sales, Service cloud by creating User, Roles, Profiles, Workflow rules and Approval process.
  • Implemented sales cloud and service cloud to improve customer retention and service delivery process improvement.
  • Collaborate with QA and Development teams for requirements clarifications.
  • Closely Work with the Development Team to understand the Technical Architecture and Technical requirements of healthcare Claims Workstation.
  • Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOD (Object oriented Design) using UML and Visio.
  • Managed and implemented customization requests by CRM Manager.
  • Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
  • Designed and developed custom Visual force pages and complex apex controllers to create, Commission and Sales Enablement widgets as per the requirement.
  • Evaluated Business Development representative team needs while conveying the value of Sales Cloud. Conducted Analysis and design of the Salesforce.com.
  • Created APEX triggers, classes, test methods and visual force pages to implement custom functionality.
  • Analyzed UAT (Business) and QA clarifications and provide required guidance.
  • Managed the review process and maintenance of all requirements.
  • As needed, facilitate daily SCRUM stand up meetings.

Environment: Salesforce.com Workflow and Approvals, Agile, Role Hierarchies, Sharing Rules, Reports, Dashboards, Custom Objects, Custom Tabs, MS Project, MS Excel, PowerPoint, MS Visio, MS Outlook.

Confidential - Tampa, FL

Salesforce Business Analyst


  • Closely worked with Salesforce.com consultants while implementing the solutions needs for organization.
  • Designed Custom application interface using Visual Force API and Apex Classes.
  • Designed, developed and deployed the custom objects, page layouts, custom tabs, components, Visual Force pages, apex classes to meet the needs of the application.
  • Created various custom reports for standard objects as well as custom objects to give complete detail overview of customer (Account) Orders, renewal forecasting and customer balance report.
  • Created email templates and inbound emails for clients and customers.
  • Used Data Loader for loading the data.
  • Developed business documents for Salesforce.com Custom objects.
  • Created documentation for workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement the business logic.
  • Provided support ongoing salesforce.com maintenance and administration services including periodic Data cleansing, Custom objects, Workflows and Triggers.
  • Implemented S-Controls to manage sales plan call sheets within Salesforce, capturing data and call activity.
  • Primarily involved in developing a business model for developing the lead generation.
  • Developed the scope and vision documents that defined the primary goals, objectives and scope of the project.
  • Facilitated with team of two business analyst to elicit requirements in Joint Application Development (JAD) sessions by communicating with various background and skills, documented Scope Definition, Functional Specifications, Use Case document, Software Requirements Specification (SRS) and created User Interface Mockups/Prototypes using MS Visio.
  • Maintained project plans, task, defect and issues lists, lead meetings to discuss all aspects of the project’s execution, developed test scripts, executed UAT, participated in the QA process, and developed training materials and system documentation.
  • Used MS Visio to carry out business modeling, data modeling (ER Diagrams), Screen Prototype, Object modeling (use case) to develop business architecture for rapid and controlled Application development.
  • Identified various business processes and developed process flow diagrams for the business processes and validated the same with SMEs. Developed prototypes for the UI and also helped in development of screen navigation flows.
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Designed and documented about - Custom Tabs, Objects, Pick lists, Dependent pick lists, Validation Rules, Workflows and Triggers.
  • Created Page layouts, Search layouts to organize fields, custom links, related lists and other components on a record detail and edit pages.
  • Participated in conducting UAT for the business users.

Environment: Salesforce.com, Apex, Visual Force, Apex Data Loader, Workflow, Approvals, Reports, Custom Objects, Tabs, Custom Profiles, HTML, CSS, Eclipse IDE Plug-in, Force.com IDE, Meta-data API, UML, MS Visio 2003, Microsoft Office Project, Case Complete.

Confidential - Baltimore, MD

Salesforce Analyst


  • Defined Business processes, creating & developing user stories, Performing Data Analysis, Data Profiling, Data Migration and Data Integration
  • Created FS (Functional Specification) document, Salesforce integration deck, POC, Process/Integration flow diagrams, Design document
  • Worked on Custom objects, Custom fields, pick list, profile-based Page layouts, Workflows and Approvals (Process Builder), Validation Rules, Custom Tabs, Custom reports, Report and Dashboards, Email and Templates according to application requirements
  • Experience in building Visual force pages in Salesforce.com
  • Worked on Solution document and reviewed it with the business
  • Solved/Clarified the issues/concerns related to the Solution document
  • Created data flow diagrams and process flow diagrams to facilitate better system understanding.
  • Planning and working on Proof of concepts and eventually leading the team through the transition to Salesforce Lightning.
  • Have a good understanding of aura framework and built components on it.
  • Experience in implementing the Salesforce Lightning Experience.
  • Manage users, Public Groups, Profiles, and Roles within the Salesforce CRM; this involved designating access to the applicable user within the user hierarchy.
  • Worked in Agile methodologies using Scrum in moving the Business functionality from existing legacy application (Scout) to Salesforce CRM for better efficiency and enhancements.
  • Customized Service Cloud console using Salesforce Console Integration Toolkit.
  • Reviewed of Scope, Business & Design documents
  • Experience on Agile Technology, writing user stories, preparing for upcoming sprint by organizing sprint backlog stories
  • Creating user guides for end users & training them to make sure they understand all the functionalities
  • Data Mapping from legacy systems to Salesforce.com
  • Imported & Exported data from Salesforce.com
  • Continuous interaction with the business in order to gather additional/new fields to match with the data fields from legacy systems

Environment: Salesforce.com, Data Mapping, MS Suite, Sandbox (SIT, UAT, Developer, Production), Agile Accelerator, VF pages, SQL, SOQL


Business Analyst


  • Conducted a high-level business analysis involving complex business requirements and processes.
  • Conducted user interviews at both in-house and client locations.
  • Gathered, analyzed and created an approved requirement list (ARL).
  • Worked in close collaboration with the Project Manager and business users to gather, analyze and document the business requirements (BRD).
  • Effectively communicated with both technical and non-technical users and produced project documentation.
  • Participated in project planning and keeping management in alignment with scope and recommended resolutions for all assignment-specific issues.
  • Partnered with internal business teams in defining business processes and associated system requirements.
  • Performed gap analysis by identifying existing technologies, documenting enhancements to meet the end state requirements.
  • Performed feasibility analysis for web mobile applications on multiple platforms.
  • Designed and developed Use Cases, Workflow Diagrams, RACI charts and Project Schedule diagrams using MS Visio.
  • Coordinated with the development team and helped them understand the requirements.
  • Ensure the quality of solutions and be responsible for architecting, documenting and developing technical solutions based on Business requirements and industry best practices.
  • Involved in requirements gathering, analysis and managing them to avoid Scope Creep and suggest necessary changes to overcome technical limitations and follow the best practices.
  • Worked with cross-browser problem areas with development team.
  • Captured all the issues received from the stakeholders in an issues list and addressed the same in the respective meetings.
  • Used internal request system to open, track and modify the bugs opened against each of the projects and worked on the analysis of the same.
  • Conducted feasibility study by studying the current functionality and then identifying the gaps existing about new functionality.
  • Used PowerPoint presentations for conducting walkthroughs with the stakeholders and created end user manuals.

Environment: MS Office Excel, Word, PowerPoint, MS Project, MS Visio, UML, JIRA, Agile/Scrum, DOORS

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